- When doing Followups for surveys to increase survey responses, using Email Field in the followup list defaults the responders email to "Display Name" in the Survey Participant Object instead of "Email." This creates issues when trying to send emails to the customer depending on how they respond.
- Unfortunately, you don't realize this is a problem until after you've done this.
- To fix the issue I though I could run a rule to write the "Display Name" containing "@" to the email field. However, it appears the "Survey Participant Object" is not an object you can write to via a rule.
New Idea
Followup Powerlists Default to Contact
When creating a Followup to an Outreach, the Followup Powerlist defaults to "Email Field". PLEASE make this default to "Contact Field." Here is why:
+4Heavily supporting this recommendation, as we've seen several customers face this issue before!
Enterprise Support Manager, Gainsight
1 person likes this
+6I also really would like this as well! When working with customers I always recommend this and I am not sure why it would default to the email field. I understand this field will never be empty but this seems to be causing more problems than if it defaulted to the contact field.
1 person likes this
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